Anic Equity¶
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Total return since start: 0.611 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49199.0 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43271.21 Kr¶
PnL: ---------------------------------------> -1604.37 Kr¶
DD now: ---------------------------------> -7.382 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-22 14:45:42.650525'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | -2.610000 | 1507.470000 | 84.470000 | 5.940000 | 1423.000014 |
| Hennes & Mauritz B | 6 | 0.460000 | 921.120000 | 9.120000 | 1.000000 | 912.000000 |
| Nederman Holding | 1 | 0.970000 | 208.000000 | 9.000000 | 4.520000 | 199.000000 |
| JM | 7 | 2.860000 | 957.600000 | 7.600000 | 0.800000 | 950.000002 |
| ASSA ABLOY B | 4 | -0.490000 | 984.000000 | -9.000000 | -0.910000 | 993.000000 |
| Atrium Ljungberg B | 5 | -0.940000 | 895.000000 | -9.000000 | -1.000000 | 904.000000 |
| Profoto Holding | 7 | -0.730000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| Eastnine | 6 | -1.280000 | 646.800000 | -10.200000 | -1.550000 | 657.000000 |
| OX2 | 12 | 0.130000 | 892.200000 | -16.800000 | -1.850000 | 909.000000 |
| Biotage | 1 | -0.680000 | 132.100000 | -16.900000 | -11.340000 | 149.000000 |
| BioGaia B | 8 | -1.690000 | 885.600000 | -18.400000 | -2.040000 | 904.000000 |
| INVISIO | 15 | -0.630000 | 3547.500000 | -24.500000 | -0.690000 | 3571.999995 |
| Alimak Group | 12 | -0.120000 | 981.600000 | -25.400000 | -2.520000 | 1007.000004 |
| Creaspac SPAC | 40 | -0.210000 | 3808.000000 | -26.000000 | -0.680000 | 3834.000000 |
| Bufab | 3 | -1.080000 | 1047.000000 | -29.000000 | -2.700000 | 1076.000001 |
| Investor B | 3 | -0.240000 | 627.300000 | -30.700000 | -4.670000 | 657.999999 |
| Sandvik | 4 | -0.830000 | 815.200000 | -32.800000 | -3.870000 | 848.000000 |
| Vitrolife | 3 | -2.280000 | 643.200000 | -33.800000 | -4.990000 | 677.000001 |
| AcadeMedia | 20 | -2.280000 | 944.000000 | -34.000000 | -3.480000 | 978.000000 |
| Latour B | 4 | -1.010000 | 821.200000 | -34.800000 | -4.070000 | 856.000000 |
| Vitec Software Group B | 2 | -0.650000 | 1069.000000 | -35.000000 | -3.170000 | 1104.000000 |
| Hexatronic Group | 15 | -0.840000 | 1032.600000 | -38.400000 | -3.590000 | 1071.000000 |
| Hoist Finance | 36 | -1.100000 | 970.200000 | -40.800000 | -4.040000 | 1010.999988 |
| EQT | 4 | 0.530000 | 832.000000 | -41.000000 | -4.700000 | 873.000000 |
| Gränges | 10 | -2.160000 | 997.000000 | -42.000000 | -4.040000 | 1039.000000 |
| SKF B | 5 | -0.820000 | 936.750000 | -43.250000 | -4.410000 | 980.000000 |
| Sagax B | 4 | -1.780000 | 840.400000 | -44.600000 | -5.040000 | 885.000000 |
| Byggmax Group | 33 | -1.340000 | 922.020000 | -44.980000 | -4.650000 | 966.999990 |
| Sagax A | 4 | -0.940000 | 840.000000 | -46.000000 | -5.190000 | 886.000000 |
| Addnode Group B | 7 | -1.600000 | 858.900000 | -46.100000 | -5.090000 | 904.999998 |
| Platzer Fastigheter Holding B | 12 | -0.660000 | 903.600000 | -47.400000 | -4.980000 | 951.000000 |
| Catena | 2 | -1.000000 | 755.200000 | -50.800000 | -6.300000 | 806.000000 |
| HEXPOL B | 8 | 0.360000 | 890.400000 | -66.600000 | -6.960000 | 957.000000 |
| Orrön Energy | 170 | -0.990000 | 1955.850000 | -90.150000 | -4.410000 | 2045.999980 |
| Hexagon B | 26 | -1.400000 | 3291.600000 | -128.400000 | -3.750000 | 3420.000012 |
| VEF | 788 | -0.980000 | 1750.940000 | -152.060000 | -7.990000 | 1903.000300 |
| Sedana Medical | 93 | 1.020000 | 2587.260000 | -396.320000 | -13.280000 | 2983.577733 |
| TOTAL | 43271.210000 | -1604.370000 | -7.38201% | 44875.578016 |
Updated:¶
'2023-06-22 14:45:59.609223'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
